Purchases and Sales Made in Q4 2021 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
9.3KNew |
$991K - $1.03M
|
9.3K
$833K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.07K+ 150.97% |
$966K - $1.01M
|
15.1K
$1.35M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.81K+ 3.08% |
$939K - $977K
|
295K
$26.4M
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
8.76KNew |
$933K - $971K
|
8.76K
$784K
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
8.62K+ 6.01% |
$919K - $956K
|
152K
$13.6M
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
8.51K+ 22.04% |
$907K - $944K
|
47.1K
$4.22M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.38KNew |
$893K - $929K
|
8.38K
$750K
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
8.31K+ 5.04% |
$885K - $921K
|
173K
$15.5M
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
8.26K+ 4.81% |
$880K - $916K
|
180K
$16.1M
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
8.01KNew |
$853K - $888K
|
8.01K
$717K
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
8K+ 48.51% |
$853K - $887K
|
24.5K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.32KNew |
$780K - $812K
|
7.32K
$656K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
7.16K+ 4.98% |
$763K - $794K
|
151K
$13.5M
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.09K+ 4.52% |
$756K - $787K
|
164K
$14.7M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.05KNew |
$752K - $782K
|
7.05K
$632K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.88K+ 48.56% |
$734K - $764K
|
21.1K
$1.89M
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.77K+ 230.03% |
$722K - $751K
|
9.72K
$870K
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.71K+ 25.59% |
$715K - $744K
|
32.9K
$2.95M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.51KNew |
$693K - $722K
|
6.51K
$583K
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.44K+ 3.33% |
$686K - $714K
|
200K
$17.9M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.29K+ 3.77% |
$671K - $698K
|
173K
$15.5M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.28K+ 4.86% |
$669K - $696K
|
135K
$12.1M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.26K+ 28.54% |
$667K - $694K
|
28.2K
$2.52M
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6.2KNew |
$661K - $687K
|
6.2K
$555K
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
6.11K+ 3.53% |
$652K - $678K
|
179K
$16.1M
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
6.09K+ 10.19% |
$648K - $675K
|
65.8K
$5.89M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.96K+ 195.25% |
$635K - $661K
|
9.02K
$808K
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.96K+ 65.99% |
$635K - $661K
|
15K
$1.34M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.94K+ 166.01% |
$633K - $659K
|
9.52K
$852K
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
5.81KNew |
$619K - $644K
|
5.81K
$520K
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.8KNew |
$618K - $644K
|
5.8K
$520K
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.73K+ 10.43% |
$611K - $636K
|
60.7K
$5.44M
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 4.34% |
$606K - $631K
|
137K
$12.2M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.64K+ 85.1% |
$601K - $625K
|
12.3K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.55KNew |
$591K - $616K
|
5.55K
$497K
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
5.53K+ 28.28% |
$589K - $613K
|
25.1K
$2.25M
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.48KNew |
$584K - $608K
|
5.48K
$491K
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
5.43KNew |
$579K - $603K
|
5.43K
$486K
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
5.41K+ 4.8% |
$577K - $600K
|
118K
$10.6M
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
5.35K+ 5.09% |
$570K - $593K
|
110K
$9.89M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.34K+ 17.21% |
$569K - $592K
|
36.3K
$3.26M
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.22KNew |
$556K - $579K
|
5.22K
$467K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.17K+ 273.8% |
$551K - $574K
|
7.06K
$632K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.1K+ 34.28% |
$544K - $566K
|
20K
$1.79M
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
5.09K+ 186.01% |
$543K - $565K
|
7.83K
$701K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.97K+ 25.68% |
$530K - $552K
|
24.3K
$2.18M
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.89KNew |
$521K - $542K
|
4.89K
$438K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.8K+ 22.94% |
$512K - $533K
|
25.7K
$2.31M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.69K+ 6.07% |
$500K - $520K
|
82K
$7.34M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.65K+ 23.11% |
$495K - $516K
|
24.8K
$2.22M
|